Keep a list of your vendors

The vendor list is who you call for each kind of job. Once a vendor is on a work order, you can see all their jobs and how much you've paid them in one place.

1. 1Go to Operations → Vendors.
2. 2Under Add a vendor, fill in Business name and Trade (for example Plumbing or Handyman / general).
3. 3Add the Contact person, Phone and Email if you have them.
4. 4Use Notes for rates, hours, your account number with them, or who to ask for.
5. 5Click Add vendor.

Each vendor in the list has buttons to call or email them. Click a vendor to edit them and see their Work orders and the total paid on work orders.

Use a vendor on a job

On a work order, pick them under Vendor and click Save. When you add a cost, pick them under Paid to vendor so the money counts toward their total.